Are we now on the road to net-zero? June 18, 2021 | City Talk We spoke to climate change specialists Simon Webber and Isabella Hervey-Bathurst for their views on the IEA’s latest report. Climate change and the transition from fossil fuels to sustainable energy is arguably the most pressing issue facing the world today. Addressing the issue of how the world produces and consumes energy, and the measures that [...]
Q&A: the end of big oil? June 16, 2021 | City Talk Our “in the news” series focuses on recent dramatic events in the energy industry as oil majors were held to account over climate change. We explain what’s happened and how Schroders acted on behalf of clients. The oil industry last week faced a “paradigm shift” after climate activists and asset managers led revolts at the [...]
How tech and medical advances are transforming healthcare investing June 14, 2021 | City Talk Healthcare innovation specialist John Bowler explains the revolution going on in the sector. Covid-19 aside, what other issues are emerging that will reshape the healthcare sector? The main drivers of healthcare remain unchanged: there is accelerating demand for healthcare services as people are increasingly living longer. Governments around the world face budget pressures with the [...]
How are vaccine programmes progressing in emerging markets? June 11, 2021 | City Talk Some emerging markets will be vulnerable to renewed activity restrictions in the coming months. For investors, this will require careful monitoring. The roll out of Covid-19 vaccines remains a conundrum facing investors in emerging markets (EM). As we noted late last year, few EM were proactive in securing sufficient supplies of effective vaccines. So they were [...]
The £33k cost of trying to time the market June 9, 2021 | City Talk “Buy low, sell high” – that’s every investor’s goal. However, it’s easier said than done. In practice timing the market is notoriously difficult. It can also be costly. Our research highlights potential losses if your attempts to time market highs and lows go wrong. The dramatic drop in share prices at the onset of the [...]
Johanna Kyrklund: Time to slow down (but not too much) June 7, 2021 | City Talk In my family I am often mocked for being a cautious and slow driver. So it was ironic and a source of great amusement to them that I recently received a speeding ticket and had to attend a speed awareness course. One of the main messages from the course was that as a driver you [...]
What does a €50 carbon price mean for European companies? June 3, 2021 | City Talk Earlier this month, the EU carbon price moved above €50 per tonne for the first time ever. The price is now more than double its level prior to the pandemic, with a sharp rise in recent months. What is the EU carbon price? The EU Emissions Trading Scheme (ETS) is designed to put a price [...]
How might higher inflation affect your investments? June 1, 2021 | City Talk The latest figures for US consumer prices showed that the rate of inflation increased the most since September 2008. This is raising fears that we are headed for a sustained bout of inflation. Rapid price increases lower a currency’s purchasing power, reducing the amount of goods and services you can buy with money. This damage [...]
Does an emissions scandal await the real estate sector? May 6, 2021 | City Talk In September 2015, news broke that Volkswagen (VW) had been selling cars in the US that had a so-called “defeat device” installed in diesel engines. It could detect when they were being tested and change performance to improve results. The German carmaker admitted to cheating emissions tests and it soon became clear that this was [...]
How strong might the UK’s post-Covid economic recovery be? April 30, 2021 | City Talk It has been a tough start to the year for the UK. As lockdown restrictions continue to slowly ease, we examine the progress made in tackling the Covid-19 pandemic, and whether hopes for a strong economic recovery are well founded. Vaccines offered hope, speedy inoculation will solidify the recovery A year on from the start [...]